Advanced Micro Devices shares slide 11% after Q4 results, as strong earnings and revenue growth are overshadowed by modest Q1 guidance and seasonal weakness concerns.
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
The Zacks Focus List offers investors a way to easily find top-rated stocks and build a winning investment portfolio. Here's why you should take advantage.
Advanced Micro Devices (AMD) shares have declined by 12% over the last week and are presently priced at $215. Our comprehensive evaluation indicates that it might be prudent to lower exposure to AMD shares.
Advanced Micro Devices, Inc. is upgraded to Strong Buy, driven by data center and AI infrastructure leadership. Data Center revenue now exceeds 52% of total, with 39% Y/Y growth and strong adoption of Instinct GPUs and EPYC CPUs. AMD's rack-scale Helios platform and system-level approach position it for durable share gains and TAM expansion.
Advanced Micro (AMD) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Advanced Micro Devices shares corrected over 21% post-earnings, but I see more downside pressure ahead. AMD's price pullback thus far is actually mild compared to historical volatility given the deep business cycle. Record-high inventory levels ($7.92B, 139 DOI) raise concerns about competition and demand pressure.
As the February earnings season gathers pace, several companies are offering investors buying opportunities after delivering concrete results.
Advanced Micro Devices delivered a strong Q4 beat, but shares fell due to concerns over the sustainability of China-driven revenue. A significant portion of AMD's Q4 data center growth stemmed from China sales under a temporary regulatory window, raising questions about future growth rates. Despite the China 'asterisk,' I remain bullish, citing multi-year data center growth targets and the MI450's competitive positioning versus Nvidia.
Advanced Micro Devices (AMD) shares have dipped by 25.9% in under a month, falling from $259.68 on January 23, 2026, to $192.50 currently. What lies ahead?
Advanced Micro Devices, Inc.'s robust AI-led growth and data center portfolio monetization drive strong revenue, margin expansion, and EPS gains, with significant China TAM optionality at $50B. This is significantly aided by the ongoing PC refresh cycle and AMD's growing x86 client/server CPU share, with it underscoring its beneficiary status during the ongoing PC boom. Thanks to the recent meltdown, AMD stock now boasts a cheap 3Y PEG of 0.73x while offering a triple-digit upside potential to my long-term price target of $730s.
Advanced Micro Devices, Inc., we rate at 'Do Nothing' as sector rotation pressures weigh on semiconductor stocks. Fundamentals are solid, although revenue growth is slowing. AMD stock trades at a lofty 55x TTM unlevered pretax free cash flow. We think AMD may find support near its 200-day moving average (~$179), but that's just our opinion - better to wait to find out, in our view.